Newsletter: 14/07/2004

Notes & Alerts

FastBase now records the time notes are entered and updated (previously just the date was recorded).This applies to all notes entered on customers, suppliers, parts etc.

Printing Reports from Screen

When you print a report to screen then print it to a printer the system will now choose a more suitable font size automatically so the printing will fit on the page.

When you want to print a report to the printer it is still recommended to use the "Printer" option directly, rather than selecting "Screen" then printing it from there.

Saving Report Selections

The way report selections are saved has been revised, hopefully making it easier to use. All reports which had this feature had a button called 'Load' to load previously saved selections. This has now changed to an 'Options' button which is used for both saving your selections and loading previously saved selections.

Users must remember if they want to save (or load) their selections that they must press the 'Options' button then enter a title and press 'Save'.

A note appears at the bottom of the screen on all applicable reports reminding them of this feature.

Printing Statements

Under customer maintenance the option to "Suppress Statement?" has been renamed to "Print Statement?". All users which were set to suppress the statement now have the print statement option set to "No, suppress".

This option has been revised because some clients can now specify to have statements printed normally, or faxed direct from their system. The option to fax requires the services of a third party fax provider called "The TNZ Group", see http://www.tnz.co.nz for details.

Bank Reconciliation

FastBase will now allow users (with level 9 GL security) to maintain or delete transactions that have already been presented or reconciled on the bank.The system will automatically unreconcile the bank statement back to the date of the transaction that is maintained or deleted. Previously users could not easily change transactions that were already reconciled.

Customer Sales Analysis Report

This report now has a "Report Columns" option to print one set of columns per calendar year. This means you can print a report for many years sales and include one set of columns for each year.

Newsletters

Select from the following list of newsletters that have been sent out.

28/11/2013 Office News, Quoting for items that aren't recorded as parts in Fastbase, Stream-lined entry of new part assembly transactions, Sorting of customer notes on the appointments screen, Maintaining a customer note - "Complete" button save and exit